Why a NAB Financial Planner?

Our financial planners don’t just focus on your banking, investments or insurance. Instead, we work with you to create a complete financial planning solution.

We think our 'big picture' approach is the best way to help you achieve your financial goals. And we think no other company is better placed to help you. Here’s why:

Very strong foundations - Your financial planner has access to the specialist research and resources of the National Australia Bank Group of companies, a financial services organisation of nearly 40,000 people.

Relationships built on trust - As a NAB Wealth client, you have access to the high level of personal service that we believe is essential to a successful planning relationship. Our Ongoing Service Program ensures you have ready access to our resources, knowledge and expertise, as well as timely information and support to address any questions or concerns.

NAB Wealth up close

More than 200 locations throughout Australia

More than 400 planners and specialists

NAB Financial Planning is part of the NAB Group of Companies, which includes MLC, J.B. Were National Australia Trustees, nabCapital, JANA Investment Advisers, nabInvest, and more

NAB Financial Planners are members of the Financial Planning Association (FPA), the peak professional organisation representing qualified financial advisers in Australia. FPA members adhere to set standards in relation to ethics, conduct, and continuing professional development.